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SAGE FINANCIAL GROUP INC: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGE FINANCIAL GROUP INC on VBR, newest first. How the timeline and the estimate are built.

SAGE FINANCIAL GROUP INC held 46,304 VBR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,304 shares
    Change vs previous 13F -453 shares

    0.62% of the 13F portfolio, value $11,251,523.

    13F-HR 0000882119-26-000006 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,757 shares
    Change vs previous 13F +114 shares

    0.66% of the 13F portfolio, value $10,157,910.

    13F-HR 0000882119-26-000005 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,643 shares
    Change vs previous 13F +375 shares

    0.65% of the 13F portfolio, value $9,878,576.

    13F-HR 0000882119-26-000001 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 46,268 shares
    Change vs previous 13F +489 shares

    0.66% of the 13F portfolio, value $9,656,589.

    13F-HR 0000882119-25-000009 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,779 shares
    Change vs previous 13F +813 shares

    0.66% of the 13F portfolio, value $8,927,275.

    13F-HR 0000882119-25-000006 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,966 shares
    Change vs previous 13F +2,088 shares

    0.68% of the 13F portfolio, value $8,376,632.

    13F-HR 0000882119-25-000005 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,878 shares
    Change vs previous 13F +590 shares

    0.68% of the 13F portfolio, value $8,497,558.

    13F-HR 0000882119-25-000001 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,288 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $8,490,566.

    13F-HR 0000882119-24-000007 filed by SAGE FINANCIAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).